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Monthly Archives: January 2017

Making your Face-to-Face meetings productive

Last week I was on a call with a member.   I asked him how things were going in his group.  He said, “Bart things are great. It is working. ”  Then, he paused.  When he paused I said, “You paused.  What is the but….?”

He spent the next few minutes complaining about 2 members in the group.  He had recently […]

Don’t discount the small referrals

Recently,  I heard a great story from A.L. Kawaja, a financial advisor since 1999.  He told a story about one of his best clients and how he got them.

When he first started in the business he had a gentlemen walk-in who wanted to buy $5000 worth of Abercrombie & Fitch stock.

A.L. said, “I took the time to get to know the guy.  […]

Not Getting Enough Referrals

I often get asked, “Why am I not getting referrals?”

It takes me back about a decade ago when  I was working with someone in a group.  In year one, he got one referral.  They didn’t trust him yet.  In year two, he got a lot more referrals including a HUGE referral that resulted in a over a $30,000 commission.  […]